IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 357,365 shares; 2024Q4: 407,896 shares; 2025Q1: 432,042 shares; 2025Q2: 463,694 shares 463,694 $288M 12.08% +31,652 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 278,664 shares; 2024Q4: 290,857 shares; 2025Q1: 296,673 shares; 2025Q2: 299,508 shares 299,508 $185M 7.76% +2,835 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 631,277 shares; 2024Q4: 695,279 shares; 2025Q1: 890,893 shares; 2025Q2: 1,125,366 shares 1,125,366 $93.9M 3.94% +234,473 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 480,711 shares; 2024Q4: 505,767 shares; 2025Q1: 568,678 shares; 2025Q2: 594,127 shares 594,127 $93.9M 3.94% +25,449 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,549 shares; 2024Q4: 154,901 shares; 2025Q1: 176,729 shares; 2025Q2: 184,144 shares 184,144 $91.6M 3.84% +7,415 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 278,784 shares; 2024Q4: 291,250 shares; 2025Q1: 321,725 shares; 2025Q2: 361,224 shares 361,224 $74.1M 3.11% +39,499 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,252 shares; 2024Q4: 209,065 shares; 2025Q1: 238,953 shares; 2025Q2: 257,203 shares 257,203 $56.4M 2.37% +18,250 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 796,144 shares; 2024Q4: 883,526 shares; 2025Q1: 960,825 shares; 2025Q2: 850,048 shares 850,048 $52.7M 2.21% -110,777 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163,970 shares; 2024Q4: 174,972 shares; 2025Q1: 195,965 shares; 2025Q2: 219,024 shares 219,024 $38.6M 1.62% +23,059 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,953 shares; 2024Q4: 41,541 shares; 2025Q1: 47,404 shares; 2025Q2: 50,013 shares 50,013 $36.9M 1.55% +2,609 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,288 shares; 2024Q4: 97,908 shares; 2025Q1: 107,779 shares; 2025Q2: 124,399 shares 124,399 $36.1M 1.51% +16,620 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 259,650 shares; 2024Q4: 304,416 shares; 2025Q1: 354,013 shares; 2025Q2: 304,645 shares 304,645 $33.3M 1.4% -49,368 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,065 shares; 2024Q4: 96,297 shares; 2025Q1: 111,475 shares; 2025Q2: 120,115 shares 120,115 $33.1M 1.39% +8,640 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,816 shares; 2024Q4: 45,768 shares; 2025Q1: 61,582 shares; 2025Q2: 61,884 shares 61,884 $26.3M 1.1% +302 Timeline VFIAX VANGUARD 500 INDEX-ADM More: the full row for VANGUARD 500 INDEX-ADM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,842 shares; 2025Q1: not reported; 2025Q2: 38,751 shares 38,751 $22.2M 0.93% new Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198,653 shares; 2024Q4: 250,384 shares; 2025Q1: 291,986 shares; 2025Q2: 335,343 shares 335,343 $20.1M 0.84% +43,357 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,122 shares; 2024Q4: 129,542 shares; 2025Q1: 145,423 shares; 2025Q2: 145,736 shares 145,736 $19.4M 0.81% +313 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,723 shares; 2024Q4: 185,848 shares; 2025Q1: 214,478 shares; 2025Q2: 208,791 shares 208,791 $19.2M 0.81% -5,687 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,671 shares; 2024Q4: 31,571 shares; 2025Q1: 33,085 shares; 2025Q2: 37,584 shares 37,584 $18.3M 0.77% +4,499 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,360 shares; 2024Q4: 126,618 shares; 2025Q1: 140,080 shares; 2025Q2: 168,331 shares 168,331 $18.1M 0.76% +28,251 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,183 shares; 2024Q4: 80,272 shares; 2025Q1: 91,445 shares; 2025Q2: 101,805 shares 101,805 $18.1M 0.76% +10,360 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,280 shares; 2025Q1: 5,347 shares; 2025Q2: 179,503 shares 179,503 $17.1M 0.72% +174,156 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,280 shares; 2024Q4: 126,012 shares; 2025Q1: 158,982 shares; 2025Q2: 166,421 shares 166,421 $16.3M 0.68% +7,439 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,269 shares; 2024Q4: 151,281 shares; 2025Q1: 166,311 shares; 2025Q2: 175,568 shares 175,568 $15.7M 0.66% +9,257 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,175 shares; 2024Q4: 43,400 shares; 2025Q1: 47,885 shares; 2025Q2: 48,972 shares 48,972 $15.6M 0.65% +1,087 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,880 shares; 2024Q4: 36,395 shares; 2025Q1: 39,688 shares; 2025Q2: 41,978 shares 41,978 $15.4M 0.65% +2,290 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,585 shares; 2025Q2: 280,148 shares 280,148 $14.7M 0.62% +272,563 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,919 shares; 2024Q4: 48,894 shares; 2025Q1: 61,909 shares; 2025Q2: 65,019 shares 65,019 $14.2M 0.6% +3,110 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,573 shares; 2024Q4: 29,138 shares; 2025Q1: 35,034 shares; 2025Q2: 39,809 shares 39,809 $14.1M 0.59% +4,775 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,188 shares; 2024Q4: 7,950 shares; 2025Q1: 7,586 shares; 2025Q2: 44,832 shares 44,832 $13.6M 0.57% +37,246 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,593 shares; 2024Q4: 13,287 shares; 2025Q1: 15,205 shares; 2025Q2: 17,395 shares 17,395 $13.6M 0.57% +2,190 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,918 shares; 2024Q4: 7,402 shares; 2025Q1: 8,844 shares; 2025Q2: 9,778 shares 9,778 $13.1M 0.55% +934 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,990 shares; 2024Q4: 7,744 shares; 2025Q1: 8,134 shares; 2025Q2: 22,780 shares 22,780 $12.9M 0.54% +14,646 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 659 shares; 2024Q4: 1,023 shares; 2025Q1: 4,271 shares; 2025Q2: 19,146 shares 19,146 $12.7M 0.53% +14,875 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,628 shares; 2024Q4: 20,060 shares; 2025Q1: 20,833 shares; 2025Q2: 21,640 shares 21,640 $12.2M 0.51% +807 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,635 shares; 2024Q4: 190,461 shares; 2025Q1: 215,557 shares; 2025Q2: 252,758 shares 252,758 $12M 0.5% +37,201 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,706 shares; 2024Q4: 14,984 shares; 2025Q1: 16,279 shares; 2025Q2: 16,765 shares 16,765 $11.9M 0.5% +486 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,940 shares; 2024Q4: 28,315 shares; 2025Q1: 47,479 shares; 2025Q2: 49,551 shares 49,551 $11M 0.46% +2,072 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,217 shares; 2024Q4: 26,634 shares; 2025Q1: 28,823 shares; 2025Q2: 30,059 shares 30,059 $10.7M 0.45% +1,236 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,457 shares; 2024Q4: 8,866 shares; 2025Q1: 9,447 shares; 2025Q2: 10,222 shares 10,222 $10.1M 0.42% +775 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,557 shares; 2024Q4: 84,319 shares; 2025Q1: 133,919 shares; 2025Q2: 176,667 shares 176,667 $10.1M 0.42% +42,748 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,479 shares; 2024Q4: 37,091 shares; 2025Q1: 44,211 shares; 2025Q2: 55,725 shares 55,725 $8.88M 0.37% +11,514 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,051 shares; 2024Q4: 109,259 shares; 2025Q1: 116,753 shares; 2025Q2: 179,429 shares 179,429 $8.87M 0.37% +62,676 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,132 shares; 2024Q4: 43,771 shares; 2025Q1: 51,158 shares; 2025Q2: 46,616 shares 46,616 $8.65M 0.36% -4,542 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,886 shares; 2024Q4: 26,071 shares; 2025Q1: 31,757 shares; 2025Q2: 46,697 shares 46,697 $8.5M 0.36% +14,940 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,698 shares; 2024Q4: 11,084 shares; 2025Q1: 13,395 shares; 2025Q2: 15,967 shares 15,967 $8.45M 0.35% +2,572 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,504 shares; 2024Q4: 16,584 shares; 2025Q1: 21,328 shares; 2025Q2: 32,549 shares 32,549 $8.38M 0.35% +11,221 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,721 shares; 2024Q4: 14,894 shares; 2025Q1: 15,455 shares; 2025Q2: 16,243 shares 16,243 $8.27M 0.35% +788 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,627 shares; 2024Q4: 56,402 shares; 2025Q1: 58,845 shares; 2025Q2: 59,967 shares 59,967 $8.14M 0.34% +1,122 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,225 shares; 2024Q4: 23,769 shares; 2025Q1: 25,317 shares; 2025Q2: 27,049 shares 27,049 $7.9M 0.33% +1,732 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,234 shares; 2024Q4: 67,086 shares; 2025Q1: 67,086 shares; 2025Q2: 67,036 shares 67,036 $7.79M 0.33% -50 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,694 shares; 2024Q4: 95,530 shares; 2025Q1: 102,378 shares; 2025Q2: 107,788 shares 107,788 $7.63M 0.32% +5,410 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,200 shares; 2024Q4: 61,195 shares; 2025Q1: 64,486 shares; 2025Q2: 120,427 shares 120,427 $7.6M 0.32% +55,941 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,389 shares; 2024Q4: 56,185 shares; 2025Q1: 57,914 shares; 2025Q2: 61,109 shares 61,109 $7.58M 0.32% +3,195 Timeline VTSAX VNGD MRNGST TS MK IDX FD-ADM More: the full row for VNGD MRNGST TS MK IDX FD-ADM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,213 shares; 2025Q1: not reported; 2025Q2: 47,882 shares 47,882 $7.09M 0.3% new Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,814 shares; 2024Q4: 32,693 shares; 2025Q1: 42,105 shares; 2025Q2: 51,805 shares 51,805 $7.05M 0.3% +9,700 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,941 shares; 2024Q4: 22,228 shares; 2025Q1: 25,930 shares; 2025Q2: 51,360 shares 51,360 $7M 0.29% +25,430 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,959 shares; 2024Q4: 15,714 shares; 2025Q1: 16,696 shares; 2025Q2: 17,633 shares 17,633 $6.85M 0.29% +937 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,935 shares; 2024Q4: 66,070 shares; 2025Q1: 73,891 shares; 2025Q2: 32,749 shares 32,749 $6.7M 0.28% -41,142 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,922 shares; 2024Q4: 11,599 shares; 2025Q1: 12,109 shares; 2025Q2: 14,873 shares 14,873 $6.52M 0.27% +2,764 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,091 shares; 2024Q4: 33,091 shares; 2025Q1: 33,091 shares; 2025Q2: 33,095 shares 33,095 $6.48M 0.27% +4 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,032 shares; 2024Q4: 47,936 shares; 2025Q1: 55,292 shares; 2025Q2: 58,754 shares 58,754 $6.42M 0.27% +3,462 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,150 shares; 2024Q4: 94,085 shares; 2025Q1: 94,056 shares; 2025Q2: 80,030 shares 80,030 $6.16M 0.26% -14,026 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,338 shares; 2024Q4: 9,245 shares; 2025Q1: 10,563 shares; 2025Q2: 11,303 shares 11,303 $6.14M 0.26% +740 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,999 shares; 2024Q4: 33,273 shares; 2025Q1: 38,645 shares; 2025Q2: 42,811 shares 42,811 $6.13M 0.26% +4,166 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,316 shares; 2024Q4: 221,281 shares; 2025Q1: 253,237 shares; 2025Q2: 230,571 shares 230,571 $6.11M 0.26% -22,666 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,696 shares; 2024Q4: 12,229 shares; 2025Q1: 23,875 shares; 2025Q2: 30,473 shares 30,473 $5.92M 0.25% +6,598 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,279 shares; 2024Q4: 42,651 shares; 2025Q1: 41,355 shares; 2025Q2: 24,936 shares 24,936 $5.91M 0.25% -16,419 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,419 shares; 2024Q4: 14,587 shares; 2025Q1: 19,515 shares; 2025Q2: 24,982 shares 24,982 $5.82M 0.24% +5,467 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,877 shares; 2024Q4: 32,002 shares; 2025Q1: 43,668 shares; 2025Q2: 31,498 shares 31,498 $5.72M 0.24% -12,170 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,338 shares; 2024Q4: 3,742 shares; 2025Q1: 4,956 shares; 2025Q2: 5,389 shares 5,389 $5.65M 0.24% +433 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,788 shares; 2024Q4: 56,084 shares; 2025Q1: 69,188 shares; 2025Q2: 79,878 shares 79,878 $5.54M 0.23% +10,690 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,244 shares; 2024Q4: 23,852 shares; 2025Q1: 28,087 shares; 2025Q2: 25,676 shares 25,676 $5.54M 0.23% -2,411 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,545 shares; 2024Q4: 31,749 shares; 2025Q1: 37,315 shares; 2025Q2: 51,133 shares 51,133 $5.49M 0.23% +13,818 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,194 shares; 2024Q4: 23,545 shares; 2025Q1: 28,286 shares; 2025Q2: 28,940 shares 28,940 $5.3M 0.22% +654 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,683 shares; 2024Q4: 9,535 shares; 2025Q1: 10,759 shares; 2025Q2: 11,284 shares 11,284 $5.29M 0.22% +525 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,228 shares; 2024Q4: 9,877 shares; 2025Q1: 10,030 shares; 2025Q2: 10,394 shares 10,394 $5.29M 0.22% +364 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,023 shares; 2024Q4: 26,758 shares; 2025Q1: 30,448 shares; 2025Q2: 28,007 shares 28,007 $5.22M 0.22% -2,441 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,781 shares; 2024Q4: 49,301 shares; 2025Q1: 53,680 shares; 2025Q2: 64,985 shares 64,985 $5.21M 0.22% +11,305 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,217 shares; 2024Q4: 26,252 shares; 2025Q1: 31,521 shares; 2025Q2: 39,062 shares 39,062 $5.16M 0.22% +7,541 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,681 shares; 2024Q4: 40,297 shares; 2025Q1: 50,770 shares; 2025Q2: 55,007 shares 55,007 $5.13M 0.22% +4,237 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,015 shares; 2024Q4: 23,885 shares; 2025Q1: 25,330 shares; 2025Q2: 24,574 shares 24,574 $5.1M 0.21% -756 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,215 shares; 2024Q4: 24,105 shares; 2025Q1: 27,294 shares; 2025Q2: 34,782 shares 34,782 $5.08M 0.21% +7,488 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,775 shares; 2024Q4: 21,575 shares; 2025Q1: 26,613 shares; 2025Q2: 32,942 shares 32,942 $5.03M 0.21% +6,329 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,595 shares; 2024Q4: 17,073 shares; 2025Q1: 18,686 shares; 2025Q2: 21,090 shares 21,090 $5.02M 0.21% +2,404 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,122 shares; 2025Q1: 46,401 shares; 2025Q2: 48,329 shares 48,329 $4.94M 0.21% +1,928 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,346 shares; 2024Q4: 61,666 shares; 2025Q1: 69,695 shares; 2025Q2: 70,812 shares 70,812 $4.92M 0.21% +1,117 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,990 shares; 2024Q4: 14,721 shares; 2025Q1: 16,627 shares; 2025Q2: 17,980 shares 17,980 $4.9M 0.21% +1,353 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,018 shares; 2024Q4: 13,440 shares; 2025Q1: 14,772 shares; 2025Q2: 15,566 shares 15,566 $4.86M 0.2% +794 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,186 shares; 2024Q4: 22,731 shares; 2025Q1: 30,104 shares; 2025Q2: 34,206 shares 34,206 $4.82M 0.2% +4,102 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,692 shares; 2024Q4: 26,602 shares; 2025Q1: 43,642 shares; 2025Q2: 37,936 shares 37,936 $4.69M 0.2% -5,706 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,234 shares; 2024Q4: 21,106 shares; 2025Q1: 22,431 shares; 2025Q2: 22,880 shares 22,880 $4.68M 0.2% +449 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,404 shares; 2024Q4: 59,291 shares; 2025Q1: 65,173 shares; 2025Q2: 74,944 shares 74,944 $4.67M 0.2% +9,771 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,927 shares; 2024Q4: 3,955 shares; 2025Q1: 3,959 shares; 2025Q2: 8,221 shares 8,221 $4.54M 0.19% +4,262 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,354 shares; 2024Q4: 21,079 shares; 2025Q1: 23,275 shares; 2025Q2: 14,828 shares 14,828 $4.51M 0.19% -8,447 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,369 shares; 2024Q4: 14,085 shares; 2025Q1: 14,120 shares; 2025Q2: 15,238 shares 15,238 $4.49M 0.19% +1,118 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,709 shares; 2024Q4: 12,207 shares; 2025Q1: 12,540 shares; 2025Q2: 13,710 shares 13,710 $4.37M 0.18% +1,170 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,392 shares; 2024Q4: 13,291 shares; 2025Q1: 15,789 shares; 2025Q2: 14,595 shares 14,595 $4.36M 0.18% -1,194 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,231 shares; 2024Q4: 38,960 shares; 2025Q1: 53,203 shares; 2025Q2: 47,900 shares 47,900 $4.36M 0.18% -5,303 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,299 shares; 2024Q4: 39,369 shares; 2025Q1: 39,224 shares; 2025Q2: 43,344 shares 43,344 $4.22M 0.18% +4,120 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,314 shares; 2024Q4: 5,128 shares; 2025Q1: 38,426 shares; 2025Q2: 54,166 shares 54,166 $4.19M 0.18% +15,740 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,790 shares; 2024Q4: 66,155 shares; 2025Q1: 68,367 shares; 2025Q2: 52,753 shares 52,753 $4.18M 0.18% -15,614 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,358 shares; 2024Q4: 24,010 shares; 2025Q1: 29,976 shares; 2025Q2: 33,313 shares 33,313 $4.11M 0.17% +3,337 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,443 shares; 2024Q4: 56,906 shares; 2025Q1: 71,972 shares; 2025Q2: 91,940 shares 91,940 $3.98M 0.17% +19,968 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,629 shares; 2024Q4: 3,780 shares; 2025Q1: 3,939 shares; 2025Q2: 6,921 shares 6,921 $3.92M 0.16% +2,982 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,081 shares; 2024Q4: 130,121 shares; 2025Q1: 131,946 shares; 2025Q2: 134,320 shares 134,320 $3.89M 0.16% +2,374 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,192 shares; 2024Q4: 16,948 shares; 2025Q1: 23,404 shares; 2025Q2: 24,131 shares 24,131 $3.84M 0.16% +727 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,089 shares; 2024Q4: 7,512 shares; 2025Q1: 8,068 shares; 2025Q2: 8,786 shares 8,786 $3.84M 0.16% +718 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,462 shares; 2025Q2: 116,297 shares 116,297 $3.84M 0.16% +105,835 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,708 shares; 2024Q4: 4,942 shares; 2025Q1: 6,766 shares; 2025Q2: 17,056 shares 17,056 $3.63M 0.15% +10,290 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,286 shares; 2024Q4: 88,519 shares; 2025Q1: 120,285 shares; 2025Q2: 145,041 shares 145,041 $3.52M 0.15% +24,756 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,495 shares; 2024Q4: 3,906 shares; 2025Q1: 4,960 shares; 2025Q2: 7,359 shares 7,359 $3.41M 0.14% +2,399 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,509 shares; 2024Q4: 3,438 shares; 2025Q1: 3,824 shares; 2025Q2: 3,781 shares 3,781 $3.39M 0.14% -43 Timeline SouthState Corp SouthState Corp More: the full row for SouthState Corp Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,279 shares; 2024Q4: 3,342 shares; 2025Q1: 3,338 shares; 2025Q2: 36,061 shares 36,061 $3.32M 0.14% +32,723 CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,104 shares; 2024Q4: 8,667 shares; 2025Q1: 11,230 shares; 2025Q2: 11,138 shares 11,138 $3.23M 0.14% -92 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,084 shares; 2024Q4: 39,913 shares; 2025Q1: 45,916 shares; 2025Q2: 51,160 shares 51,160 $3.21M 0.13% +5,244 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,922 shares; 2024Q4: 25,411 shares; 2025Q1: 32,608 shares; 2025Q2: 34,871 shares 34,871 $3.2M 0.13% +2,263 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,546 shares; 2024Q4: 9,806 shares; 2025Q1: 8,724 shares; 2025Q2: 10,522 shares 10,522 $3.07M 0.13% +1,798 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,225 shares; 2024Q4: 55,038 shares; 2025Q1: 58,219 shares; 2025Q2: 54,263 shares 54,263 $3.05M 0.13% -3,956 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,527 shares; 2024Q4: 67,527 shares; 2025Q1: 68,527 shares; 2025Q2: 67,539 shares 67,539 $2.99M 0.13% -988 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,897 shares; 2024Q4: 6,964 shares; 2025Q1: 7,037 shares; 2025Q2: 7,319 shares 7,319 $2.97M 0.12% +282 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,485 shares; 2024Q4: 2,860 shares; 2025Q1: 9,953 shares; 2025Q2: 14,114 shares 14,114 $2.96M 0.12% +4,161 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,639 shares; 2024Q4: 16,242 shares; 2025Q1: 15,631 shares; 2025Q2: 12,547 shares 12,547 $2.89M 0.12% -3,084 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,840 shares; 2024Q4: 1,923 shares; 2025Q1: 2,303 shares; 2025Q2: 2,805 shares 2,805 $2.88M 0.12% +502 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,274 shares; 2024Q4: 9,317 shares; 2025Q1: 13,688 shares; 2025Q2: 12,077 shares 12,077 $2.87M 0.12% -1,611 Timeline VSMAX VANGRD MRGSTR SML CP IDX-ADM More: the full row for VANGRD MRGSTR SML CP IDX-ADM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,929 shares; 2025Q1: not reported; 2025Q2: 25,246 shares 25,246 $2.87M 0.12% new Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,720 shares; 2024Q4: 44,766 shares; 2025Q1: 19,727 shares; 2025Q2: 20,004 shares 20,004 $2.84M 0.12% +277 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,460 shares; 2024Q4: 10,421 shares; 2025Q1: 7,859 shares; 2025Q2: 7,296 shares 7,296 $2.82M 0.12% -563 Timeline VVIAX VNGD MRGSTR VALUE IDX FD-ADM More: the full row for VNGD MRGSTR VALUE IDX FD-ADM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40,526 shares 40,526 $2.79M 0.12% new Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,422 shares; 2024Q4: 21,350 shares; 2025Q1: 21,972 shares; 2025Q2: 22,312 shares 22,312 $2.75M 0.12% +340 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,909 shares; 2024Q4: 3,216 shares; 2025Q1: 3,444 shares; 2025Q2: 3,452 shares 3,452 $2.72M 0.11% +8 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,604 shares; 2024Q4: 15,174 shares; 2025Q1: 28,574 shares; 2025Q2: 31,756 shares 31,756 $2.69M 0.11% +3,182 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,744 shares; 2024Q4: 4,065 shares; 2025Q1: 7,410 shares; 2025Q2: 9,623 shares 9,623 $2.69M 0.11% +2,213 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,700 shares; 2024Q4: 9,272 shares; 2025Q1: 10,086 shares; 2025Q2: 10,541 shares 10,541 $2.67M 0.11% +455 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,219 shares; 2024Q4: 5,140 shares; 2025Q1: 14,189 shares; 2025Q2: 16,886 shares 16,886 $2.6M 0.11% +2,697 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,539 shares; 2024Q4: 5,773 shares; 2025Q1: 7,637 shares; 2025Q2: 8,376 shares 8,376 $2.58M 0.11% +739 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,621 shares; 2024Q4: 9,391 shares; 2025Q1: 9,474 shares; 2025Q2: 7,989 shares 7,989 $2.58M 0.11% -1,485 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,280 shares; 2024Q4: 19,719 shares; 2025Q1: 23,314 shares; 2025Q2: 27,518 shares 27,518 $2.51M 0.11% +4,204 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,967 shares; 2024Q4: 4,205 shares; 2025Q1: 4,393 shares; 2025Q2: 4,518 shares 4,518 $2.38M 0.1% +125 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,628 shares; 2024Q4: 18,417 shares; 2025Q1: 25,892 shares; 2025Q2: 26,024 shares 26,024 $2.37M 0.1% +132 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,334 shares; 2024Q4: 4,538 shares; 2025Q1: 6,185 shares; 2025Q2: 8,423 shares 8,423 $2.35M 0.1% +2,238 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,609 shares; 2024Q4: 23,151 shares; 2025Q1: 23,821 shares; 2025Q2: 23,713 shares 23,713 $2.34M 0.1% -108 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,039 shares; 2024Q4: 2,008 shares; 2025Q1: 4,516 shares; 2025Q2: 4,514 shares 4,514 $2.3M 0.1% -2 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,381 shares; 2024Q4: 54,968 shares; 2025Q1: 60,769 shares; 2025Q2: 64,125 shares 64,125 $2.29M 0.1% +3,356 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,135 shares; 2024Q4: 1,170 shares; 2025Q1: 1,538 shares; 2025Q2: 25,115 shares 25,115 $2.26M 0.09% +23,577 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,826 shares; 2024Q4: 13,131 shares; 2025Q1: 13,508 shares; 2025Q2: 19,024 shares 19,024 $2.24M 0.09% +5,516 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 304 shares; 2024Q4: 337 shares; 2025Q1: 395 shares; 2025Q2: 384 shares 384 $2.22M 0.09% -11 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,075 shares; 2024Q4: 4,204 shares; 2025Q1: 5,190 shares; 2025Q2: 5,612 shares 5,612 $2.22M 0.09% +422 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,886 shares; 2024Q4: 43,274 shares; 2025Q1: 39,788 shares; 2025Q2: 38,707 shares 38,707 $2.19M 0.09% -1,081 Timeline VANGUARD BALANCED INDEX FUN… VANGUARD BALANCED INDEX FUND ADMI… More: the full row for VANGUARD BALANCED INDEX FUND ADMIRAL SHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,977 shares; 2025Q1: not reported; 2025Q2: 43,760 shares 43,760 $2.18M 0.09% new VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,715 shares; 2024Q4: 2,715 shares; 2025Q1: 4,993 shares; 2025Q2: 7,735 shares 7,735 $2.17M 0.09% +2,742 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,124 shares; 2024Q4: 10,695 shares; 2025Q1: 10,854 shares; 2025Q2: 9,815 shares 9,815 $2.17M 0.09% -1,039 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,437 shares; 2024Q4: 26,093 shares; 2025Q1: 24,990 shares; 2025Q2: 25,310 shares 25,310 $2.17M 0.09% +320 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,238 shares; 2024Q4: 8,791 shares; 2025Q1: 7,609 shares; 2025Q2: 14,147 shares 14,147 $2.15M 0.09% +6,538 Timeline VIMAX VNGD MRNGST MD-CP IDX FD-ADM More: the full row for VNGD MRNGST MD-CP IDX FD-ADM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,728 shares; 2025Q1: not reported; 2025Q2: 6,153 shares 6,153 $2.13M 0.09% new Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,505 shares; 2024Q4: 3,805 shares; 2025Q1: 4,013 shares; 2025Q2: 3,922 shares 3,922 $2.09M 0.09% -91 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,045 shares; 2024Q4: 65,631 shares; 2025Q1: 59,725 shares; 2025Q2: 70,420 shares 70,420 $2.07M 0.09% +10,695 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,493 shares; 2024Q4: 5,211 shares; 2025Q1: 6,118 shares; 2025Q2: 6,712 shares 6,712 $2.07M 0.09% +594 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,872 shares; 2024Q4: 7,945 shares; 2025Q1: 7,699 shares; 2025Q2: 7,207 shares 7,207 $2.06M 0.09% -492 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,582 shares; 2024Q4: 6,049 shares; 2025Q1: 8,221 shares; 2025Q2: 8,805 shares 8,805 $1.99M 0.08% +584 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,212 shares; 2024Q4: 25,869 shares; 2025Q1: 27,191 shares; 2025Q2: 22,729 shares 22,729 $1.98M 0.08% -4,462 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,968 shares; 2024Q4: 15,928 shares; 2025Q1: 15,173 shares; 2025Q2: 42,626 shares 42,626 $1.97M 0.08% +27,453 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,447 shares; 2024Q4: 18,248 shares; 2025Q1: 19,521 shares; 2025Q2: 21,650 shares 21,650 $1.94M 0.08% +2,129 Timeline VANGUARD EXTENDED MARKET IN… VANGUARD EXTENDED MARKET INDEX More: the full row for VANGUARD EXTENDED MARKET INDEX Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,578 shares; 2025Q1: not reported; 2025Q2: 13,086 shares 13,086 $1.91M 0.08% new BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,372 shares; 2024Q4: 20,267 shares; 2025Q1: 14,562 shares; 2025Q2: 20,895 shares 20,895 $1.9M 0.08% +6,333 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,640 shares; 2024Q4: 5,113 shares; 2025Q1: 5,974 shares; 2025Q2: 6,744 shares 6,744 $1.9M 0.08% +770 Timeline VANGUARD STAR FD VANGUARD STAR FD More: the full row for VANGUARD STAR FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 64,763 shares; 2025Q1: not reported; 2025Q2: 64,763 shares 64,763 $1.89M 0.08% new MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,248 shares; 2024Q4: 17,777 shares; 2025Q1: 19,034 shares; 2025Q2: 28,016 shares 28,016 $1.89M 0.08% +8,982 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,684 shares; 2024Q4: 6,814 shares; 2025Q1: 7,275 shares; 2025Q2: 7,000 shares 7,000 $1.87M 0.08% -275 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,264 shares; 2024Q4: 7,778 shares; 2025Q1: 7,766 shares; 2025Q2: 6,700 shares 6,700 $1.85M 0.08% -1,066 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,004 shares; 2024Q4: 19,420 shares; 2025Q1: 19,239 shares; 2025Q2: 31,258 shares 31,258 $1.83M 0.08% +12,019 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,610 shares; 2024Q4: 3,744 shares; 2025Q1: 5,017 shares; 2025Q2: 5,502 shares 5,502 $1.8M 0.08% +485 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,600 shares; 2024Q4: 1,818 shares; 2025Q1: 3,500 shares; 2025Q2: 10,104 shares 10,104 $1.79M 0.07% +6,604 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,395 shares; 2024Q4: 20,257 shares; 2025Q1: 20,872 shares; 2025Q2: 20,699 shares 20,699 $1.76M 0.07% -173 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,945 shares; 2024Q4: 8,874 shares; 2025Q1: 9,995 shares; 2025Q2: 10,465 shares 10,465 $1.74M 0.07% +470 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,126 shares; 2024Q4: 25,574 shares; 2025Q1: 24,770 shares; 2025Q2: 24,379 shares 24,379 $1.73M 0.07% -391 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,471 shares; 2024Q4: 16,179 shares; 2025Q1: 22,923 shares; 2025Q2: 23,297 shares 23,297 $1.73M 0.07% +374 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,805 shares; 2024Q4: 3,225 shares; 2025Q1: 12,247 shares; 2025Q2: 12,184 shares 12,184 $1.69M 0.07% -63 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,700 shares; 2024Q4: 43,200 shares; 2025Q1: 41,088 shares; 2025Q2: 34,962 shares 34,962 $1.69M 0.07% -6,126 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,870 shares; 2024Q4: 11,787 shares; 2025Q1: 12,357 shares; 2025Q2: 12,524 shares 12,524 $1.68M 0.07% +167 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,205 shares; 2025Q1: not reported; 2025Q2: 8,594 shares 8,594 $1.66M 0.07% new Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,957 shares; 2025Q2: 9,490 shares 9,490 $1.64M 0.07% -2,467 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,190 shares; 2024Q4: 17,454 shares; 2025Q1: 43,055 shares; 2025Q2: 38,042 shares 38,042 $1.62M 0.07% -5,013 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,546 shares; 2025Q1: not reported; 2025Q2: 21,500 shares 21,500 $1.59M 0.07% new Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,263 shares; 2024Q4: 8,303 shares; 2025Q1: 8,659 shares; 2025Q2: 8,659 shares 8,659 $1.59M 0.07% 0 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,092 shares; 2024Q4: 30,633 shares; 2025Q1: 27,770 shares; 2025Q2: 21,734 shares 21,734 $1.58M 0.07% -6,036 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,332 shares; 2024Q4: 5,510 shares; 2025Q1: 5,864 shares; 2025Q2: 5,773 shares 5,773 $1.58M 0.07% -91 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,439 shares; 2024Q4: 13,925 shares; 2025Q1: 15,765 shares; 2025Q2: 14,953 shares 14,953 $1.58M 0.07% -812 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,412 shares; 2024Q4: 11,711 shares; 2025Q1: 13,028 shares; 2025Q2: 11,503 shares 11,503 $1.53M 0.06% -1,525 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,454 shares; 2024Q4: 3,531 shares; 2025Q1: 4,201 shares; 2025Q2: 4,457 shares 4,457 $1.53M 0.06% +256 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,206 shares; 2024Q4: 2,353 shares; 2025Q1: 3,898 shares; 2025Q2: 3,925 shares 3,925 $1.53M 0.06% +27 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,489 shares; 2024Q4: 7,085 shares; 2025Q1: 7,529 shares; 2025Q2: 8,745 shares 8,745 $1.51M 0.06% +1,216 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,746 shares; 2024Q4: 13,767 shares; 2025Q1: 15,549 shares; 2025Q2: 14,707 shares 14,707 $1.48M 0.06% -842 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,847 shares; 2025Q2: 17,483 shares 17,483 $1.47M 0.06% +2,636 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,860 shares; 2024Q4: 5,992 shares; 2025Q1: 6,754 shares; 2025Q2: 6,766 shares 6,766 $1.47M 0.06% +12 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,343 shares; 2024Q4: 11,747 shares; 2025Q1: 13,517 shares; 2025Q2: 13,948 shares 13,948 $1.47M 0.06% +431 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,743 shares; 2024Q4: 7,426 shares; 2025Q1: 8,521 shares; 2025Q2: 9,323 shares 9,323 $1.45M 0.06% +802 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 942 shares; 2024Q4: 927 shares; 2025Q1: 1,880 shares; 2025Q2: 4,268 shares 4,268 $1.45M 0.06% +2,388 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,715 shares; 2024Q4: 37,288 shares; 2025Q1: 39,033 shares; 2025Q2: 44,035 shares 44,035 $1.44M 0.06% +5,002 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,264 shares; 2024Q4: 4,297 shares; 2025Q1: 5,104 shares; 2025Q2: 5,866 shares 5,866 $1.42M 0.06% +762 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,198 shares; 2024Q4: 5,537 shares; 2025Q1: 6,025 shares; 2025Q2: 6,195 shares 6,195 $1.42M 0.06% +170 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,862 shares; 2024Q4: 11,794 shares; 2025Q1: 13,299 shares; 2025Q2: 12,763 shares 12,763 $1.42M 0.06% -536 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,929 shares; 2024Q4: 3,028 shares; 2025Q1: 4,665 shares; 2025Q2: 4,563 shares 4,563 $1.41M 0.06% -102 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,727 shares; 2024Q4: 6,435 shares; 2025Q1: 7,181 shares; 2025Q2: 6,260 shares 6,260 $1.37M 0.06% -921 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,857 shares; 2024Q4: 5,066 shares; 2025Q1: 5,340 shares; 2025Q2: 5,534 shares 5,534 $1.37M 0.06% +194 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,480 shares 12,480 $1.37M 0.06% new Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,271 shares; 2024Q4: 10,491 shares; 2025Q1: 12,896 shares; 2025Q2: 8,596 shares 8,596 $1.36M 0.06% -4,300 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,572 shares; 2024Q4: 4,397 shares; 2025Q1: 10,751 shares; 2025Q2: 10,721 shares 10,721 $1.35M 0.06% -30 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,162 shares; 2024Q4: 3,113 shares; 2025Q1: 3,637 shares; 2025Q2: 3,211 shares 3,211 $1.35M 0.06% -426 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,688 shares; 2024Q4: 14,196 shares; 2025Q1: 20,727 shares; 2025Q2: 21,168 shares 21,168 $1.33M 0.06% +441 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,382 shares; 2024Q4: 5,883 shares; 2025Q1: 10,780 shares; 2025Q2: 12,653 shares 12,653 $1.31M 0.06% +1,873 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,399 shares; 2024Q4: 6,990 shares; 2025Q1: 6,219 shares; 2025Q2: 6,502 shares 6,502 $1.28M 0.05% +283 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,591 shares; 2024Q4: 8,146 shares; 2025Q1: 8,459 shares; 2025Q2: 8,390 shares 8,390 $1.26M 0.05% -69 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,710 shares; 2024Q4: 22,458 shares; 2025Q1: 21,439 shares; 2025Q2: 14,065 shares 14,065 $1.25M 0.05% -7,374 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,590 shares; 2024Q4: 5,942 shares; 2025Q1: 11,331 shares; 2025Q2: 11,147 shares 11,147 $1.25M 0.05% -184 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,161 shares; 2024Q4: 23,856 shares; 2025Q1: 23,605 shares; 2025Q2: 21,224 shares 21,224 $1.24M 0.05% -2,381 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,003 shares; 2024Q4: 6,531 shares; 2025Q1: 7,246 shares; 2025Q2: 14,899 shares 14,899 $1.22M 0.05% +7,653 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,291 shares; 2024Q4: 22,104 shares; 2025Q1: 24,977 shares; 2025Q2: 28,299 shares 28,299 $1.22M 0.05% +3,322 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,399 shares; 2024Q4: 1,529 shares; 2025Q1: 1,662 shares; 2025Q2: 1,667 shares 1,667 $1.16M 0.05% +5 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,500 shares; 2024Q4: 26,676 shares; 2025Q1: 29,337 shares; 2025Q2: 34,378 shares 34,378 $1.16M 0.05% +5,041 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,580 shares; 2024Q4: 3,685 shares; 2025Q1: 4,631 shares; 2025Q2: 4,917 shares 4,917 $1.12M 0.05% +286 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,674 shares; 2024Q4: 5,600 shares; 2025Q1: 5,619 shares; 2025Q2: 5,509 shares 5,509 $1.11M 0.05% -110 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,309 shares; 2024Q4: 6,574 shares; 2025Q1: 7,909 shares; 2025Q2: 9,116 shares 9,116 $1.09M 0.05% +1,207 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,450 shares; 2024Q4: 3,914 shares; 2025Q1: 4,077 shares; 2025Q2: 4,053 shares 4,053 $1.08M 0.05% -24 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,025 shares; 2024Q4: 3,546 shares; 2025Q1: 4,159 shares; 2025Q2: 4,015 shares 4,015 $1.08M 0.05% -144 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,495 shares; 2024Q4: 10,767 shares; 2025Q1: 11,575 shares; 2025Q2: 11,806 shares 11,806 $1.07M 0.05% +231 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,828 shares; 2024Q4: 8,881 shares; 2025Q1: 12,851 shares; 2025Q2: 10,156 shares 10,156 $1.07M 0.05% -2,695 Timeline ALKT ALKAMI TECHNOLOGY INC More: the full row for ALKAMI TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,360 shares; 2024Q4: 35,360 shares; 2025Q1: 35,360 shares; 2025Q2: 35,360 shares 35,360 $1.07M 0.04% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,766 shares; 2024Q4: 4,828 shares; 2025Q1: 4,754 shares; 2025Q2: 15,043 shares 15,043 $1.06M 0.04% +10,289 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,791 shares; 2024Q4: 2,913 shares; 2025Q1: 5,798 shares; 2025Q2: 5,445 shares 5,445 $1.06M 0.04% -353 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,890 shares; 2024Q4: 46,766 shares; 2025Q1: 44,835 shares; 2025Q2: 30,213 shares 30,213 $1.04M 0.04% -14,622 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,140 shares; 2024Q4: 10,055 shares; 2025Q1: 10,055 shares; 2025Q2: 10,014 shares 10,014 $1.03M 0.04% -41 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,542 shares; 2024Q4: 7,538 shares; 2025Q1: 7,877 shares; 2025Q2: 7,745 shares 7,745 $1.03M 0.04% -132 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,526 shares; 2024Q4: 7,100 shares; 2025Q1: 8,764 shares; 2025Q2: 9,351 shares 9,351 $1.01M 0.04% +587 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,096 shares; 2024Q4: 3,069 shares; 2025Q1: 3,204 shares; 2025Q2: 3,931 shares 3,931 $1.01M 0.04% +727 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,942 shares; 2024Q4: 10,085 shares; 2025Q1: 10,733 shares; 2025Q2: 10,732 shares 10,732 $986K 0.04% -1 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,452 shares; 2025Q2: 3,974 shares 3,974 $980K 0.04% +522 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,918 shares; 2024Q4: 2,759 shares; 2025Q1: 2,625 shares; 2025Q2: 2,389 shares 2,389 $977K 0.04% -236 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,214 shares; 2024Q4: 5,278 shares; 2025Q1: 6,244 shares; 2025Q2: 6,555 shares 6,555 $971K 0.04% +311 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,374 shares; 2024Q4: 7,400 shares; 2025Q1: 7,940 shares; 2025Q2: 7,262 shares 7,262 $968K 0.04% -678 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,150 shares; 2025Q1: 1,254 shares; 2025Q2: 3,165 shares 3,165 $965K 0.04% +1,911 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,628 shares; 2024Q4: 5,576 shares; 2025Q1: 6,419 shares; 2025Q2: 6,591 shares 6,591 $959K 0.04% +172 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159 shares; 2024Q4: 249 shares; 2025Q1: 258 shares; 2025Q2: 258 shares 258 $958K 0.04% 0 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,168 shares; 2024Q4: 2,135 shares; 2025Q1: 2,022 shares; 2025Q2: 1,677 shares 1,677 $951K 0.04% -345 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,152 shares; 2024Q4: 43,321 shares; 2025Q1: 43,537 shares; 2025Q2: 45,212 shares 45,212 $946K 0.04% +1,675 Timeline VWILX VANGUARD INTL GROWTH-ADM More: the full row for VANGUARD INTL GROWTH-ADM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,024 shares 8,024 $946K 0.04% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,250 shares; 2024Q4: 39,272 shares; 2025Q1: 39,923 shares; 2025Q2: 41,987 shares 41,987 $941K 0.04% +2,064 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,300 shares; 2024Q4: 7,300 shares; 2025Q1: 7,300 shares; 2025Q2: 7,300 shares 7,300 $939K 0.04% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,693 shares; 2024Q4: 11,167 shares; 2025Q1: 12,768 shares; 2025Q2: 11,637 shares 11,637 $936K 0.04% -1,131 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,134 shares; 2024Q4: 20,257 shares; 2025Q1: 20,409 shares; 2025Q2: 19,902 shares 19,902 $902K 0.04% -507 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,082 shares; 2024Q4: 1,080 shares; 2025Q1: 1,081 shares; 2025Q2: 1,081 shares 1,081 $895K 0.04% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,632 shares; 2024Q4: 22,513 shares; 2025Q1: 19,145 shares; 2025Q2: 20,384 shares 20,384 $884K 0.04% +1,239 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,084 shares; 2024Q4: 20,030 shares; 2025Q1: 20,323 shares; 2025Q2: 19,417 shares 19,417 $879K 0.04% -906 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,819 shares; 2024Q4: 2,843 shares; 2025Q1: 2,862 shares; 2025Q2: 2,741 shares 2,741 $877K 0.04% -121 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,437 shares; 2024Q4: 5,676 shares; 2025Q1: 8,772 shares; 2025Q2: 10,500 shares 10,500 $873K 0.04% +1,728 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,692 shares; 2024Q4: 17,110 shares; 2025Q1: 16,674 shares; 2025Q2: 32,908 shares 32,908 $871K 0.04% +16,234 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,086 shares; 2024Q4: 3,547 shares; 2025Q1: 5,173 shares; 2025Q2: 4,987 shares 4,987 $868K 0.04% -186 Timeline VIGAX VNGD MRNGST GRWTH IDX FD-ADM More: the full row for VNGD MRNGST GRWTH IDX FD-ADM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,862 shares; 2025Q1: not reported; 2025Q2: 3,835 shares 3,835 $866K 0.04% new Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,152 shares; 2024Q4: 1,324 shares; 2025Q1: 1,738 shares; 2025Q2: 1,727 shares 1,727 $863K 0.04% -11 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,567 shares; 2024Q4: 14,384 shares; 2025Q1: 15,456 shares; 2025Q2: 14,914 shares 14,914 $859K 0.04% -542 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,944 shares; 2024Q4: 3,602 shares; 2025Q1: 5,389 shares; 2025Q2: 7,100 shares 7,100 $859K 0.04% +1,711 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,101 shares; 2024Q4: 10,191 shares; 2025Q1: 10,607 shares; 2025Q2: 11,478 shares 11,478 $855K 0.04% +871 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,957 shares; 2024Q4: 11,591 shares; 2025Q1: 14,895 shares; 2025Q2: 12,498 shares 12,498 $847K 0.04% -2,397 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,104 shares; 2024Q4: 1,184 shares; 2025Q1: 1,280 shares; 2025Q2: 1,064 shares 1,064 $846K 0.04% -216 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,090 shares; 2024Q4: 9,132 shares; 2025Q1: 8,986 shares; 2025Q2: 8,549 shares 8,549 $843K 0.04% -437 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,158 shares; 2024Q4: 2,085 shares; 2025Q1: 2,304 shares; 2025Q2: 2,250 shares 2,250 $840K 0.04% -54 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,021 shares; 2024Q4: 3,808 shares; 2025Q1: 3,829 shares; 2025Q2: 3,761 shares 3,761 $838K 0.04% -68 Timeline VANGUARD EMERGING MARKETS S… VANGUARD EMERGING MARKETS STOC More: the full row for VANGUARD EMERGING MARKETS STOC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,217 shares; 2025Q1: not reported; 2025Q2: 20,282 shares 20,282 $831K 0.03% new HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,871 shares; 2024Q4: 4,614 shares; 2025Q1: 4,820 shares; 2025Q2: 4,452 shares 4,452 $829K 0.03% -368 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,175 shares; 2024Q4: 1,631 shares; 2025Q1: 2,243 shares; 2025Q2: 2,182 shares 2,182 $825K 0.03% -61 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,252 shares; 2024Q4: 8,168 shares; 2025Q1: 7,251 shares; 2025Q2: 7,672 shares 7,672 $824K 0.03% +421 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,581 shares; 2024Q4: 18,758 shares; 2025Q1: 17,623 shares; 2025Q2: 16,630 shares 16,630 $818K 0.03% -993 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,295 shares; 2024Q4: 12,986 shares; 2025Q1: 10,826 shares; 2025Q2: 14,115 shares 14,115 $817K 0.03% +3,289 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,249 shares; 2024Q4: 5,490 shares; 2025Q1: 7,308 shares; 2025Q2: 6,843 shares 6,843 $816K 0.03% -465 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 997 shares; 2024Q4: 1,227 shares; 2025Q1: 1,834 shares; 2025Q2: 1,826 shares 1,826 $813K 0.03% -8 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,612 shares; 2024Q4: 3,603 shares; 2025Q1: 3,644 shares; 2025Q2: 14,616 shares 14,616 $810K 0.03% +10,972 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 504 shares; 2024Q4: 1,099 shares; 2025Q1: 1,357 shares; 2025Q2: 1,511 shares 1,511 $793K 0.03% +154 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,754 shares; 2024Q4: 17,858 shares; 2025Q1: 16,413 shares; 2025Q2: 10,354 shares 10,354 $785K 0.03% -6,059 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,408 shares; 2024Q4: 14,309 shares; 2025Q1: 14,863 shares; 2025Q2: 11,275 shares 11,275 $773K 0.03% -3,588 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,310 shares; 2024Q4: 2,360 shares; 2025Q1: 2,461 shares; 2025Q2: 2,458 shares 2,458 $770K 0.03% -3 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 891 shares; 2025Q1: 1,607 shares; 2025Q2: 2,009 shares 2,009 $770K 0.03% +402 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,471 shares; 2024Q4: 1,503 shares; 2025Q1: 1,563 shares; 2025Q2: 1,516 shares 1,516 $760K 0.03% -47 Timeline WEX WEX INC More: the full row for WEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,446 shares; 2024Q4: 5,280 shares; 2025Q1: 5,199 shares; 2025Q2: 5,153 shares 5,153 $757K 0.03% -46 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,726 shares; 2024Q4: 6,833 shares; 2025Q1: 6,968 shares; 2025Q2: 7,106 shares 7,106 $751K 0.03% +138 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,547 shares; 2024Q4: 11,069 shares; 2025Q1: 12,578 shares; 2025Q2: 10,869 shares 10,869 $750K 0.03% -1,709 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,752 shares; 2024Q4: 1,958 shares; 2025Q1: 2,563 shares; 2025Q2: 2,476 shares 2,476 $742K 0.03% -87 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,932 shares; 2024Q4: 16,418 shares; 2025Q1: 14,604 shares; 2025Q2: 13,940 shares 13,940 $736K 0.03% -664 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,922 shares; 2024Q4: 11,816 shares; 2025Q1: 12,029 shares; 2025Q2: 12,540 shares 12,540 $731K 0.03% +511 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,552 shares; 2024Q4: 1,350 shares; 2025Q1: 1,354 shares; 2025Q2: 1,358 shares 1,358 $726K 0.03% +4 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,354 shares; 2024Q4: 1,340 shares; 2025Q1: 1,472 shares; 2025Q2: 1,407 shares 1,407 $721K 0.03% -65 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,070 shares; 2024Q4: 4,058 shares; 2025Q1: 4,384 shares; 2025Q2: 4,261 shares 4,261 $716K 0.03% -123 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,389 shares; 2024Q4: 4,767 shares; 2025Q1: 4,719 shares; 2025Q2: 4,240 shares 4,240 $715K 0.03% -479 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 467 shares; 2024Q4: 496 shares; 2025Q1: 520 shares; 2025Q2: 470 shares 470 $715K 0.03% -50 Timeline GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,370 shares; 2024Q4: 13,070 shares; 2025Q1: 13,070 shares; 2025Q2: 13,070 shares 13,070 $709K 0.03% 0 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,035 shares; 2024Q4: 3,980 shares; 2025Q1: 3,977 shares; 2025Q2: 6,202 shares 6,202 $705K 0.03% +2,225 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,174 shares; 2024Q4: 2,699 shares; 2025Q1: 2,768 shares; 2025Q2: 4,248 shares 4,248 $705K 0.03% +1,480 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 669 shares; 2024Q4: 703 shares; 2025Q1: 700 shares; 2025Q2: 677 shares 677 $704K 0.03% -23 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,726 shares; 2024Q4: 1,914 shares; 2025Q1: 1,981 shares; 2025Q2: 1,939 shares 1,939 $692K 0.03% -42 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 757 shares; 2024Q4: 776 shares; 2025Q1: 917 shares; 2025Q2: 913 shares 913 $688K 0.03% -4 Timeline MIDD MIDDLEBY CORP More: the full row for MIDDLEBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,768 shares; 2024Q4: 4,743 shares; 2025Q1: 4,748 shares; 2025Q2: 4,751 shares 4,751 $684K 0.03% +3 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,239 shares; 2024Q4: 8,761 shares; 2025Q1: 8,914 shares; 2025Q2: 10,164 shares 10,164 $683K 0.03% +1,250 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,099 shares; 2024Q4: 9,007 shares; 2025Q1: 9,220 shares; 2025Q2: 9,334 shares 9,334 $683K 0.03% +114 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 722 shares; 2024Q4: 846 shares; 2025Q1: 872 shares; 2025Q2: 929 shares 929 $681K 0.03% +57 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,013 shares; 2024Q4: 4,894 shares; 2025Q1: 5,006 shares; 2025Q2: 5,106 shares 5,106 $676K 0.03% +100 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,932 shares; 2024Q4: 2,563 shares; 2025Q1: 3,105 shares; 2025Q2: 3,092 shares 3,092 $676K 0.03% -13 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,293 shares; 2024Q4: 6,865 shares; 2025Q1: 6,569 shares; 2025Q2: 6,545 shares 6,545 $672K 0.03% -24 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,382 shares; 2024Q4: 1,367 shares; 2025Q1: 1,369 shares; 2025Q2: 1,374 shares 1,374 $671K 0.03% +5 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,755 shares; 2024Q4: 7,701 shares; 2025Q1: 7,742 shares; 2025Q2: 8,028 shares 8,028 $668K 0.03% +286 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,365 shares; 2024Q4: 8,480 shares; 2025Q1: 8,658 shares; 2025Q2: 9,719 shares 9,719 $667K 0.03% +1,061 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,306 shares; 2024Q4: 8,135 shares; 2025Q1: 9,535 shares; 2025Q2: 9,265 shares 9,265 $665K 0.03% -270 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,563 shares; 2024Q4: 5,931 shares; 2025Q1: 8,034 shares; 2025Q2: 15,814 shares 15,814 $664K 0.03% +7,780 Timeline SFBS SERVISFIRST BANCSHARES INC More: the full row for SERVISFIRST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,713 shares; 2025Q1: 8,408 shares; 2025Q2: 8,444 shares 8,444 $655K 0.03% +36 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,270 shares; 2024Q4: 1,257 shares; 2025Q1: 1,214 shares; 2025Q2: 1,217 shares 1,217 $653K 0.03% +3 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,029 shares; 2024Q4: 2,915 shares; 2025Q1: 3,020 shares; 2025Q2: 1,605 shares 1,605 $636K 0.03% -1,415 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,595 shares; 2024Q4: 4,801 shares; 2025Q1: 4,678 shares; 2025Q2: 4,875 shares 4,875 $628K 0.03% +197 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,374 shares; 2025Q2: 2,530 shares 2,530 $624K 0.03% +156 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,433 shares; 2024Q4: 15,317 shares; 2025Q1: 14,659 shares; 2025Q2: 16,084 shares 16,084 $617K 0.03% +1,425 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,754 shares; 2024Q4: 4,837 shares; 2025Q1: 3,903 shares; 2025Q2: 3,848 shares 3,848 $615K 0.03% -55 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,248 shares; 2024Q4: 5,796 shares; 2025Q1: 5,915 shares; 2025Q2: 5,689 shares 5,689 $613K 0.03% -226 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,154 shares; 2024Q4: 1,377 shares; 2025Q1: 1,669 shares; 2025Q2: 2,003 shares 2,003 $609K 0.03% +334 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,193 shares; 2024Q4: 2,191 shares; 2025Q1: 2,271 shares; 2025Q2: 2,451 shares 2,451 $604K 0.03% +180 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,173 shares; 2024Q4: 2,173 shares; 2025Q1: 2,177 shares; 2025Q2: 2,181 shares 2,181 $603K 0.03% +4 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,767 shares; 2024Q4: 3,916 shares; 2025Q1: 6,890 shares; 2025Q2: 6,739 shares 6,739 $603K 0.03% -151 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,159 shares; 2024Q4: 2,266 shares; 2025Q1: 2,310 shares; 2025Q2: 2,262 shares 2,262 $602K 0.03% -48 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,181 shares; 2024Q4: 6,883 shares; 2025Q1: 7,824 shares; 2025Q2: 7,322 shares 7,322 $598K 0.03% -502 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,554 shares; 2024Q4: 3,639 shares; 2025Q1: 3,801 shares; 2025Q2: 3,703 shares 3,703 $595K 0.02% -98 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,040 shares; 2025Q1: 4,159 shares; 2025Q2: 4,190 shares 4,190 $594K 0.02% +31 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,126 shares; 2024Q4: 1,457 shares; 2025Q1: 1,827 shares; 2025Q2: 1,904 shares 1,904 $593K 0.02% +77 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,990 shares; 2024Q4: 4,002 shares; 2025Q1: 5,041 shares; 2025Q2: 5,043 shares 5,043 $591K 0.02% +2 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,443 shares; 2024Q4: 15,931 shares; 2025Q1: 13,871 shares; 2025Q2: 13,604 shares 13,604 $591K 0.02% -267 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,972 shares; 2024Q4: 5,779 shares; 2025Q1: 6,000 shares; 2025Q2: 6,244 shares 6,244 $586K 0.02% +244 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,312 shares; 2024Q4: 6,187 shares; 2025Q1: 6,209 shares; 2025Q2: 9,364 shares 9,364 $584K 0.02% +3,155 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,501 shares; 2024Q4: 5,424 shares; 2025Q1: 5,441 shares; 2025Q2: 5,455 shares 5,455 $579K 0.02% +14 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,880 shares; 2024Q4: 3,625 shares; 2025Q1: 3,732 shares; 2025Q2: 3,326 shares 3,326 $576K 0.02% -406 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,092 shares; 2024Q4: 1,299 shares; 2025Q1: 1,301 shares; 2025Q2: 1,303 shares 1,303 $575K 0.02% +2 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,810 shares; 2024Q4: 1,789 shares; 2025Q1: 1,793 shares; 2025Q2: 1,796 shares 1,796 $564K 0.02% +3 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,392 shares; 2024Q4: 1,530 shares; 2025Q1: 1,588 shares; 2025Q2: 1,883 shares 1,883 $553K 0.02% +295 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,112 shares; 2025Q1: 2,400 shares; 2025Q2: 2,300 shares 2,300 $552K 0.02% -100 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,112 shares; 2024Q4: 4,112 shares; 2025Q1: 5,813 shares; 2025Q2: 5,813 shares 5,813 $546K 0.02% 0 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 251 shares; 2024Q4: 290 shares; 2025Q1: 295 shares; 2025Q2: 298 shares 298 $545K 0.02% +3 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,347 shares; 2024Q4: 10,347 shares; 2025Q1: 10,697 shares; 2025Q2: 16,597 shares 16,597 $545K 0.02% +5,900 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,239 shares; 2024Q4: 8,812 shares; 2025Q1: 4,188 shares; 2025Q2: 4,654 shares 4,654 $544K 0.02% +466 Timeline EQH EQUITABLE HLDGS INC More: the full row for EQUITABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,672 shares; 2024Q4: 9,544 shares; 2025Q1: 9,575 shares; 2025Q2: 9,601 shares 9,601 $539K 0.02% +26 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,069 shares; 2024Q4: 3,962 shares; 2025Q1: 4,000 shares; 2025Q2: 4,148 shares 4,148 $537K 0.02% +148 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,595 shares; 2024Q4: 1,590 shares; 2025Q1: 1,626 shares; 2025Q2: 1,624 shares 1,624 $537K 0.02% -2 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,955 shares; 2024Q4: 5,076 shares; 2025Q1: 5,910 shares; 2025Q2: 5,885 shares 5,885 $536K 0.02% -25 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,516 shares 1,516 $531K 0.02% new Timeline GXO GXO LOGISTICS INCORPORATED More: the full row for GXO LOGISTICS INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,159 shares; 2024Q4: not reported; 2025Q1: 10,889 shares; 2025Q2: 10,901 shares 10,901 $531K 0.02% +12 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,088 shares; 2024Q4: 4,285 shares; 2025Q1: 4,415 shares; 2025Q2: 4,165 shares 4,165 $528K 0.02% -250 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,159 shares; 2024Q4: 9,083 shares; 2025Q1: 9,625 shares; 2025Q2: 9,422 shares 9,422 $528K 0.02% -203 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,654 shares; 2024Q4: 10,624 shares; 2025Q1: 11,671 shares; 2025Q2: 4,772 shares 4,772 $528K 0.02% -6,899 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,355 shares; 2024Q4: 5,355 shares; 2025Q1: 5,270 shares; 2025Q2: 5,185 shares 5,185 $524K 0.02% -85 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,646 shares; 2024Q4: 6,135 shares; 2025Q1: 7,043 shares; 2025Q2: 5,978 shares 5,978 $522K 0.02% -1,065 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,005 shares; 2024Q4: 8,952 shares; 2025Q1: 8,983 shares; 2025Q2: 9,019 shares 9,019 $519K 0.02% +36 Timeline VANGUARD US GROWTH ADMIRAL VANGUARD US GROWTH ADMIRAL More: the full row for VANGUARD US GROWTH ADMIRAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,663 shares; 2025Q1: not reported; 2025Q2: 2,578 shares 2,578 $517K 0.02% new SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,152 shares; 2024Q4: 3,124 shares; 2025Q1: 3,132 shares; 2025Q2: 3,138 shares 3,138 $517K 0.02% +6 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,186 shares; 2024Q4: 3,329 shares; 2025Q1: 3,579 shares; 2025Q2: 3,357 shares 3,357 $515K 0.02% -222 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,434 shares; 2024Q4: 4,514 shares; 2025Q1: 5,173 shares; 2025Q2: 5,415 shares 5,415 $515K 0.02% +242 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,646 shares; 2024Q4: 3,646 shares; 2025Q1: 4,959 shares; 2025Q2: 4,970 shares 4,970 $512K 0.02% +11 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,398 shares; 2024Q4: 2,170 shares; 2025Q1: 2,132 shares; 2025Q2: 2,103 shares 2,103 $511K 0.02% -29 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,206 shares; 2024Q4: 6,547 shares; 2025Q1: 6,757 shares; 2025Q2: 6,470 shares 6,470 $505K 0.02% -287 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,304 shares; 2024Q4: 14,066 shares; 2025Q1: 11,309 shares; 2025Q2: 10,221 shares 10,221 $503K 0.02% -1,088 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,894 shares; 2024Q4: 4,962 shares; 2025Q1: 6,151 shares; 2025Q2: 6,736 shares 6,736 $502K 0.02% +585 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,425 shares; 2025Q1: 12,480 shares; 2025Q2: 9,129 shares 9,129 $496K 0.02% -3,351 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 744 shares; 2024Q4: 854 shares; 2025Q1: 914 shares; 2025Q2: 903 shares 903 $496K 0.02% -11 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,727 shares; 2025Q2: 1,727 shares 1,727 $493K 0.02% 0 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,139 shares; 2024Q4: 3,246 shares; 2025Q1: 3,924 shares; 2025Q2: 3,815 shares 3,815 $492K 0.02% -109 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,562 shares; 2024Q4: 2,832 shares; 2025Q1: 3,735 shares; 2025Q2: 3,635 shares 3,635 $490K 0.02% -100 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,569 shares; 2025Q1: 3,960 shares; 2025Q2: 4,244 shares 4,244 $490K 0.02% +284 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,835 shares; 2024Q4: 3,348 shares; 2025Q1: 3,462 shares; 2025Q2: 3,487 shares 3,487 $489K 0.02% +25 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,013 shares; 2024Q4: 5,933 shares; 2025Q1: 5,948 shares; 2025Q2: 5,680 shares 5,680 $488K 0.02% -268 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,805 shares; 2024Q4: 4,762 shares; 2025Q1: 4,637 shares; 2025Q2: 4,437 shares 4,437 $487K 0.02% -200 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,421 shares; 2024Q4: 4,942 shares; 2025Q1: 7,263 shares; 2025Q2: 7,642 shares 7,642 $485K 0.02% +379 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 822 shares; 2024Q4: 948 shares; 2025Q1: 947 shares; 2025Q2: 946 shares 946 $485K 0.02% -1 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 835 shares; 2024Q4: 984 shares; 2025Q1: 995 shares; 2025Q2: 901 shares 901 $483K 0.02% -94 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,018 shares; 2024Q4: 9,226 shares; 2025Q1: 10,332 shares; 2025Q2: 9,818 shares 9,818 $482K 0.02% -514 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,669 shares; 2024Q4: 79,744 shares; 2025Q1: 47,329 shares; 2025Q2: 44,101 shares 44,101 $478K 0.02% -3,228 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,801 shares; 2024Q4: 1,758 shares; 2025Q1: 2,025 shares; 2025Q2: 2,060 shares 2,060 $476K 0.02% +35 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,489 shares; 2024Q4: 4,531 shares; 2025Q1: 4,788 shares; 2025Q2: 4,520 shares 4,520 $471K 0.02% -268 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,910 shares; 2024Q4: 1,910 shares; 2025Q1: 1,916 shares; 2025Q2: 1,921 shares 1,921 $471K 0.02% +5 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,012 shares; 2024Q4: 2,978 shares; 2025Q1: 2,985 shares; 2025Q2: 2,990 shares 2,990 $469K 0.02% +5 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,623 shares; 2024Q4: 3,281 shares; 2025Q1: 4,213 shares; 2025Q2: 2,872 shares 2,872 $467K 0.02% -1,341 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,966 shares; 2025Q1: 6,720 shares; 2025Q2: 6,357 shares 6,357 $467K 0.02% -363 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,493 shares; 2024Q4: 2,464 shares; 2025Q1: 2,469 shares; 2025Q2: 2,479 shares 2,479 $465K 0.02% +10 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,602 shares; 2024Q4: 2,598 shares; 2025Q1: 2,604 shares; 2025Q2: 2,609 shares 2,609 $464K 0.02% +5 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,708 shares; 2024Q4: 4,093 shares; 2025Q1: 4,095 shares; 2025Q2: 4,105 shares 4,105 $463K 0.02% +10 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,684 shares; 2024Q4: 5,684 shares; 2025Q1: 5,704 shares; 2025Q2: 5,719 shares 5,719 $462K 0.02% +15 Timeline FCN FTI CONSULTING INC More: the full row for FTI CONSULTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,865 shares; 2024Q4: 2,865 shares; 2025Q1: 2,840 shares; 2025Q2: 2,843 shares 2,843 $459K 0.02% +3 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,434 shares; 2024Q4: 2,483 shares; 2025Q1: 2,595 shares; 2025Q2: 2,625 shares 2,625 $458K 0.02% +30 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,395 shares; 2024Q4: 12,928 shares; 2025Q1: 9,999 shares; 2025Q2: 9,708 shares 9,708 $455K 0.02% -291 Timeline PFGC PERFORMANCE FOOD GROUP CO More: the full row for PERFORMANCE FOOD GROUP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,961 shares; 2024Q4: 5,895 shares; 2025Q1: 5,904 shares; 2025Q2: 5,168 shares 5,168 $452K 0.02% -736 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,245 shares; 2024Q4: 2,154 shares; 2025Q1: not reported; 2025Q2: 3,687 shares 3,687 $452K 0.02% new Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,775 shares; 2025Q1: 5,796 shares; 2025Q2: 5,799 shares 5,799 $452K 0.02% +3 Timeline MZTI MARZETTI COMPANY More: the full row for MARZETTI COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,485 shares; 2024Q4: 2,985 shares; 2025Q1: 2,687 shares; 2025Q2: 2,610 shares 2,610 $451K 0.02% -77 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,255 shares; 2025Q1: 1,712 shares; 2025Q2: 3,753 shares 3,753 $451K 0.02% +2,041 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,426 shares 1,426 $448K 0.02% new Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,399 shares; 2024Q4: 5,989 shares; 2025Q1: 6,051 shares; 2025Q2: 6,024 shares 6,024 $441K 0.02% -27 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,367 shares; 2025Q2: 1,874 shares 1,874 $441K 0.02% -493 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,985 shares; 2024Q4: 2,055 shares; 2025Q1: 2,069 shares; 2025Q2: 2,225 shares 2,225 $440K 0.02% +156 Timeline DUOL DUOLINGO INC More: the full row for DUOLINGO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,093 shares; 2024Q4: 1,080 shares; 2025Q1: 1,083 shares; 2025Q2: 1,069 shares 1,069 $438K 0.02% -14 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,254 shares; 2024Q4: 4,416 shares; 2025Q1: 4,418 shares; 2025Q2: 4,403 shares 4,403 $436K 0.02% -15 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,348 shares 4,348 $435K 0.02% new Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 732 shares; 2024Q4: 745 shares; 2025Q1: 749 shares; 2025Q2: 748 shares 748 $431K 0.02% -1 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,049 shares; 2024Q4: 2,346 shares; 2025Q1: 2,759 shares; 2025Q2: 2,828 shares 2,828 $428K 0.02% +69 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,708 shares; 2024Q4: 7,680 shares; 2025Q1: 7,710 shares; 2025Q2: 7,733 shares 7,733 $427K 0.02% +23 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,759 shares; 2024Q4: 2,051 shares; 2025Q1: 2,065 shares; 2025Q2: 2,886 shares 2,886 $426K 0.02% +821 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,689 shares; 2024Q4: 20,826 shares; 2025Q1: 20,459 shares; 2025Q2: 20,041 shares 20,041 $425K 0.02% -418 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,112 shares; 2024Q4: 3,080 shares; 2025Q1: 3,087 shares; 2025Q2: 3,079 shares 3,079 $423K 0.02% -8 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,306 shares; 2024Q4: 5,584 shares; 2025Q1: 5,696 shares; 2025Q2: 5,409 shares 5,409 $423K 0.02% -287 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,372 shares; 2025Q1: 8,409 shares; 2025Q2: 8,436 shares 8,436 $421K 0.02% +27 Timeline EXPGF EXPERIAN PLC More: the full row for EXPERIAN PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,192 shares 8,192 $419K 0.02% new Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,646 shares; 2024Q4: 3,646 shares; 2025Q1: 3,645 shares; 2025Q2: 3,653 shares 3,653 $417K 0.02% +8 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,221 shares; 2024Q4: 2,198 shares; 2025Q1: 2,203 shares; 2025Q2: 2,098 shares 2,098 $416K 0.02% -105 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,640 shares; 2024Q4: 12,544 shares; 2025Q1: 10,948 shares; 2025Q2: 9,557 shares 9,557 $416K 0.02% -1,391 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,104 shares; 2024Q4: 2,086 shares; 2025Q1: 2,091 shares; 2025Q2: 2,097 shares 2,097 $414K 0.02% +6 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,048 shares; 2024Q4: 2,014 shares; 2025Q1: 2,564 shares; 2025Q2: 3,120 shares 3,120 $412K 0.02% +556 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,021 shares; 2024Q4: 4,948 shares; 2025Q1: 2,540 shares; 2025Q2: 2,521 shares 2,521 $412K 0.02% -19 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,758 shares; 2025Q2: 4,139 shares 4,139 $412K 0.02% +381 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,809 shares; 2024Q4: 5,938 shares; 2025Q1: 5,231 shares; 2025Q2: 5,057 shares 5,057 $412K 0.02% -174 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,143 shares; 2024Q4: 3,179 shares; 2025Q1: 24,771 shares; 2025Q2: 3,179 shares 3,179 $409K 0.02% -21,592 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,142 shares; 2024Q4: 1,074 shares; 2025Q1: 1,069 shares; 2025Q2: 1,056 shares 1,056 $406K 0.02% -13 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,684 shares; 2025Q1: 9,220 shares; 2025Q2: 3,666 shares 3,666 $404K 0.02% -5,554 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,617 shares; 2024Q4: 4,617 shares; 2025Q1: 4,633 shares; 2025Q2: 4,645 shares 4,645 $401K 0.02% +12 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,839 shares; 2024Q4: 5,839 shares; 2025Q1: 5,860 shares; 2025Q2: 5,876 shares 5,876 $400K 0.02% +16 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,535 shares; 2024Q4: 1,525 shares; 2025Q1: 1,544 shares; 2025Q2: 1,532 shares 1,532 $400K 0.02% -12 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,729 shares; 2024Q4: 20,670 shares; 2025Q1: 22,268 shares; 2025Q2: 22,811 shares 22,811 $399K 0.02% +543 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,349 shares; 2024Q4: 3,098 shares; 2025Q1: 3,215 shares; 2025Q2: 3,126 shares 3,126 $399K 0.02% -89 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,029 shares; 2024Q4: 1,911 shares; 2025Q1: 1,916 shares; 2025Q2: 1,920 shares 1,920 $398K 0.02% +4 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,138 shares; 2025Q2: 6,500 shares 6,500 $398K 0.02% +1,362 Timeline HESS CORP HESS CORP More: the full row for HESS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,859 shares; 2024Q4: 2,785 shares; 2025Q1: 3,003 shares; 2025Q2: 2,870 shares 2,870 $398K 0.02% -133 JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,649 shares; 2024Q4: 1,681 shares; 2025Q1: 1,728 shares; 2025Q2: 1,550 shares 1,550 $396K 0.02% -178 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,398 shares; 2024Q4: 4,398 shares; 2025Q1: 4,398 shares; 2025Q2: 4,398 shares 4,398 $395K 0.02% 0 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,393 shares; 2024Q4: 3,650 shares; 2025Q1: 3,781 shares; 2025Q2: 3,702 shares 3,702 $394K 0.02% -79 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,181 shares; 2024Q4: 3,181 shares; 2025Q1: 3,191 shares; 2025Q2: 3,124 shares 3,124 $393K 0.02% -67 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,145 shares; 2025Q2: 2,075 shares 2,075 $391K 0.02% -70 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,821 shares; 2024Q4: 8,821 shares; 2025Q1: 8,851 shares; 2025Q2: 8,876 shares 8,876 $391K 0.02% +25 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,755 shares; 2025Q2: 9,169 shares 9,169 $391K 0.02% +3,414 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,313 shares; 2024Q4: 2,302 shares; 2025Q1: 2,468 shares; 2025Q2: 2,423 shares 2,423 $389K 0.02% -45 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,153 shares; 2024Q4: 1,229 shares; 2025Q1: 1,309 shares; 2025Q2: 1,171 shares 1,171 $389K 0.02% -138 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,742 shares; 2024Q4: 4,742 shares; 2025Q1: 4,758 shares; 2025Q2: 4,777 shares 4,777 $389K 0.02% +19 Timeline NUMV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,720 shares; 2024Q4: 10,720 shares; 2025Q1: 10,720 shares; 2025Q2: 10,720 shares 10,720 $386K 0.02% 0 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,296 shares; 2024Q4: 4,296 shares; 2025Q1: 4,311 shares; 2025Q2: 4,327 shares 4,327 $386K 0.02% +16 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,006 shares; 2024Q4: 4,248 shares; 2025Q1: 4,612 shares; 2025Q2: 4,580 shares 4,580 $386K 0.02% -32 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,226 shares; 2024Q4: 2,187 shares; 2025Q1: 2,192 shares; 2025Q2: 1,656 shares 1,656 $385K 0.02% -536 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,691 shares; 2024Q4: 15,790 shares; 2025Q1: 16,839 shares; 2025Q2: 15,727 shares 15,727 $385K 0.02% -1,112 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,079 shares; 2024Q4: 1,099 shares; 2025Q1: 1,629 shares; 2025Q2: 1,575 shares 1,575 $383K 0.02% -54 Timeline PLNT PLANET FITNESS MASTER ISSUER More: the full row for PLANET FITNESS MASTER ISSUER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,485 shares; 2024Q4: 3,485 shares; 2025Q1: 3,494 shares; 2025Q2: 3,504 shares 3,504 $382K 0.02% +10 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,958 shares 1,958 $382K 0.02% new Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,082 shares; 2024Q4: 3,082 shares; 2025Q1: 3,093 shares; 2025Q2: 3,102 shares 3,102 $380K 0.02% +9 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,999 shares; 2024Q4: 4,927 shares; 2025Q1: 4,940 shares; 2025Q2: 4,654 shares 4,654 $379K 0.02% -286 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,572 shares; 2025Q1: 7,937 shares; 2025Q2: 7,937 shares 7,937 $376K 0.02% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,689 shares; 2025Q2: 20,696 shares 20,696 $375K 0.02% +7 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,659 shares; 2024Q4: 3,115 shares; 2025Q1: 4,179 shares; 2025Q2: 5,428 shares 5,428 $375K 0.02% +1,249 Timeline WING WINGSTOP INC More: the full row for WINGSTOP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,276 shares; 2024Q4: 1,255 shares; 2025Q1: 1,161 shares; 2025Q2: 1,109 shares 1,109 $373K 0.02% -52 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,268 shares 2,268 $373K 0.02% new Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,141 shares; 2024Q4: 13,260 shares; 2025Q1: 5,267 shares; 2025Q2: 4,922 shares 4,922 $373K 0.02% -345 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,777 shares; 2024Q4: 4,217 shares; 2025Q1: 4,511 shares; 2025Q2: 5,164 shares 5,164 $371K 0.02% +653 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,616 shares; 2024Q4: 5,310 shares; 2025Q1: 5,410 shares; 2025Q2: 5,548 shares 5,548 $370K 0.02% +138 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,740 shares; 2024Q4: 4,421 shares; 2025Q1: 5,559 shares; 2025Q2: 5,340 shares 5,340 $370K 0.02% -219 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,525 shares; 2024Q4: 3,525 shares; 2025Q1: 3,536 shares; 2025Q2: 3,545 shares 3,545 $368K 0.02% +9 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,599 shares; 2024Q4: 3,656 shares; 2025Q1: 4,542 shares; 2025Q2: 4,083 shares 4,083 $367K 0.02% -459 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,686 shares; 2024Q4: 1,673 shares; 2025Q1: 1,740 shares; 2025Q2: 1,999 shares 1,999 $366K 0.02% +259 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 763 shares; 2024Q4: 751 shares; 2025Q1: 753 shares; 2025Q2: 755 shares 755 $365K 0.02% +2 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,021 shares; 2024Q4: 3,021 shares; 2025Q1: 2,995 shares; 2025Q2: 3,001 shares 3,001 $364K 0.02% +6 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,361 shares; 2024Q4: 6,154 shares; 2025Q1: 9,349 shares; 2025Q2: 5,147 shares 5,147 $362K 0.02% -4,202 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,426 shares; 2024Q4: 3,433 shares; 2025Q1: 3,916 shares; 2025Q2: 3,425 shares 3,425 $361K 0.02% -491 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,583 shares; 2024Q4: 6,575 shares; 2025Q1: 6,595 shares; 2025Q2: 6,611 shares 6,611 $361K 0.02% +16 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,981 shares; 2024Q4: 8,981 shares; 2025Q1: 9,015 shares; 2025Q2: 8,952 shares 8,952 $361K 0.02% -63 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,183 shares; 2024Q4: 2,136 shares; 2025Q1: 2,218 shares; 2025Q2: 1,979 shares 1,979 $358K 0.02% -239 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,468 shares; 2024Q4: 4,468 shares; 2025Q1: 4,480 shares; 2025Q2: 4,490 shares 4,490 $357K 0.01% +10 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,236 shares; 2024Q4: 1,221 shares; 2025Q1: 1,334 shares; 2025Q2: 1,157 shares 1,157 $355K 0.01% -177 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,225 shares; 2024Q4: 1,197 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares 1,200 $354K 0.01% 0 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,004 shares; 2024Q4: 1,355 shares; 2025Q1: 1,385 shares; 2025Q2: 1,362 shares 1,362 $353K 0.01% -23 Timeline ELS EQUITY LIFESTYLE PROPERTIES More: the full row for EQUITY LIFESTYLE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,641 shares; 2024Q4: 5,606 shares; 2025Q1: 5,636 shares; 2025Q2: 5,709 shares 5,709 $352K 0.01% +73 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,616 shares; 2024Q4: 4,327 shares; 2025Q1: 3,702 shares; 2025Q2: 3,502 shares 3,502 $351K 0.01% -200 Timeline ARMK ARAMARK More: the full row for ARAMARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,283 shares; 2024Q4: 8,283 shares; 2025Q1: 8,314 shares; 2025Q2: 8,351 shares 8,351 $350K 0.01% +37 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,025 shares; 2024Q4: 2,025 shares; 2025Q1: 2,031 shares; 2025Q2: 2,039 shares 2,039 $348K 0.01% +8 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,313 shares; 2024Q4: 1,298 shares; 2025Q1: 1,415 shares; 2025Q2: 1,332 shares 1,332 $344K 0.01% -83 Timeline OTTR OTTER TAIL CORP More: the full row for OTTER TAIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,588 shares; 2025Q2: 4,457 shares 4,457 $344K 0.01% -131 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,483 shares; 2024Q4: 13,892 shares; 2025Q1: 11,735 shares; 2025Q2: 37,318 shares 37,318 $343K 0.01% +25,583 UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,488 shares; 2024Q4: 1,184 shares; 2025Q1: 1,188 shares; 2025Q2: 1,191 shares 1,191 $342K 0.01% +3 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,443 shares; 2024Q4: 5,399 shares; 2025Q1: 5,464 shares; 2025Q2: 5,394 shares 5,394 $341K 0.01% -70 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,519 shares; 2025Q2: 2,545 shares 2,545 $339K 0.01% +26 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,563 shares; 2024Q4: 6,563 shares; 2025Q1: 6,588 shares; 2025Q2: 6,540 shares 6,540 $336K 0.01% -48 Timeline CNH CNH INDL N V More: the full row for CNH INDL N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,761 shares; 2024Q4: 25,761 shares; 2025Q1: 25,787 shares; 2025Q2: 25,874 shares 25,874 $335K 0.01% +87 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,039 shares; 2024Q4: 3,039 shares; 2025Q1: 3,010 shares; 2025Q2: 3,024 shares 3,024 $332K 0.01% +14 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,222 shares; 2024Q4: 1,222 shares; 2025Q1: 1,225 shares; 2025Q2: 1,228 shares 1,228 $332K 0.01% +3 Timeline MR COOPER GROUP INC MR COOPER GROUP INC More: the full row for MR COOPER GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,210 shares; 2024Q4: 2,210 shares; 2025Q1: 2,217 shares; 2025Q2: 2,222 shares 2,222 $332K 0.01% +5 RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,897 shares; 2024Q4: 4,943 shares; 2025Q1: 5,274 shares; 2025Q2: 5,678 shares 5,678 $331K 0.01% +404 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,034 shares; 2025Q2: 6,285 shares 6,285 $331K 0.01% +1,251 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,558 shares; 2024Q4: 2,430 shares; 2025Q1: 2,437 shares; 2025Q2: 2,435 shares 2,435 $330K 0.01% -2 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,709 shares; 2024Q4: not reported; 2025Q1: 2,899 shares; 2025Q2: 2,892 shares 2,892 $330K 0.01% -7 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,630 shares; 2024Q4: 1,661 shares; 2025Q1: 1,672 shares; 2025Q2: 1,618 shares 1,618 $329K 0.01% -54 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,476 shares; 2024Q4: 8,476 shares; 2025Q1: 8,505 shares; 2025Q2: 8,409 shares 8,409 $328K 0.01% -96 Timeline LAD LITHIA MTRS INC More: the full row for LITHIA MTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 964 shares; 2024Q4: 964 shares; 2025Q1: 1,101 shares; 2025Q2: 968 shares 968 $327K 0.01% -133 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,293 shares; 2024Q4: 1,139 shares; 2025Q1: 1,237 shares; 2025Q2: 1,337 shares 1,337 $327K 0.01% +100 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,389 shares; 2024Q4: 2,389 shares; 2025Q1: 2,396 shares; 2025Q2: 2,401 shares 2,401 $326K 0.01% +5 Timeline CNM CORE & MAIN INC More: the full row for CORE & MAIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,358 shares; 2024Q4: 5,616 shares; 2025Q1: 5,615 shares; 2025Q2: 5,387 shares 5,387 $325K 0.01% -228 Timeline AMH AMERICAN HOMES 4 RENT More: the full row for AMERICAN HOMES 4 RENT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,079 shares; 2024Q4: 8,953 shares; 2025Q1: 8,983 shares; 2025Q2: 9,008 shares 9,008 $325K 0.01% +25 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,078 shares; 2024Q4: 4,970 shares; 2025Q1: 5,296 shares; 2025Q2: 6,153 shares 6,153 $325K 0.01% +857 Timeline